相关上市企业：雅克科技（002409）、江丰电子（300666）、珂玛科技（301611）、路维光电 （688401）、海尔智家（600690）、美的集团（000333）、天奇股份（002009）、机器人（300024）、 立讯精密（002475）、迈瑞医疗（300760）等。 内容概况：随着信息技术的快速发展，存储器作为电子设备中至关重要的组成部分之一，对于存储容量 和读写速度的需求也越来越高。铁电存储器（FRAM）作为一种新兴的非挥发性存储技术，具备高速读 写、低功耗、较长的寿命、较高的数据密度等优势，正逐渐受到市场的关注。铁电存储器（FRAM）是 一种基于铁电效应的存储技术，它的存储单元由铁电材料构成，能够通过改变材料表面的电荷分布来实 现数据的读写操作。与传统的闪存和DRAM相比，铁电存储器（FRAM）具有更快的读写速度和较低的 功耗。此外，由于具有非挥发性，铁电存储器（FRAM）不需要电源供电即可持续保存数据。近年来， 随着5G网络建设加速推进、人工智能技术快速落地、工业自动化水平持续提升，以及新能源汽车产业 蓬勃发展，市场对铁电存储器（FRAM）的需求持续增长。数据显示，2024年中国铁电存储器 ...

8月30日，商务部新闻发言人就美国撤销三星等三家在华半导体企业"经验证最终用户"授权答记者问。 具体如下： 问：8月29日，美国商务部将英特尔半导体（大连）有限公司、三星中国半导体有限公司以及SK海力士半导体（中 国）有限公司移出"经验证最终用户"授权名单。请问中方对此有何评论？ 答：中方注意到有关情况。半导体是高度全球化的产业，经过数十年发展，已形成你中有我、我中有你的产业格局， 这是市场规律和企业选择共同作用的结果。美方此举系出于一己之私，将出口管制工具化，将对全球半导体产业链供 应链稳定产生重要不利影响，中方对此表示反对。 中方敦促美方立即纠正错误做法，维护全球产业链供应链的安全稳定。中方将采取必要措施，坚决维护企业正当权 益。 历史新低！刚刚，大跳水！发生了啥？ 集体披露！外资，全线加仓！ 美联储，降息大消息！ 万科，罕见涨停！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 来源：商务部网站 责编： 刘珺宇 校 对： 杨舒欣 百万用户都在看 刚刚！证监会最新发布，吴清发声！ ...

西电师生在北京微电子技术研究所参观产线。西电供图 今年5月，当王宇轩在领奖台上捧起第十五届陕西省大学生课外学术科技作品竞赛特等奖的奖杯时，3年间 他与团队成员奔走芯片生产线的日夜，在脑海中清晰回放。从最初只想"去其他城市放个风"，到深入产线 理解所学专业的价值，再到重新锚定职业方向，直至以市场调研为基础完成竞赛项目——王宇轩这一路转 变，源于西安电子科技大学（以下简称"西电"）集成电路学部精心打造的"集成电路强国行"行业主题社会实 践活动。 这个历经7年时间打磨的社会实践品牌，已引领1000余名学子前往全国19个城市的200余家企业，让他们在 实验室与产业一线的切换中消弭理论与应用的壁垒。如今，活动已成为师生共同成长的"社会第二课堂"， 不断传递市场真实声音，帮助西电打造更贴近产业现实的育人新模式。 为此，2019年西电微电子学院（后改制为集成电路学部）开始了首次破题尝试。以社会实践为载体，组织7 支团队、100余名本硕博学生，在20天里走访了湖北黄冈等7座城市的数十家相关企业。 辅导员杜永志跟着队伍感受颇深："设备上贴的进口标签，让大家心里很不是滋味，但同时也看到大批企业 正奋起直追，这极大激发了同学们的斗 ...

Nearly 40% of Nvidia’s second quarter revenue came from just two companies, identified in a filing as "Customer A" and "Customer B." https://t.co/SlU4U2G8J3 ...

Core Insights - Nvidia reported record revenue of $46.7 billion for Q2, marking a 56% year-over-year increase driven by the AI data center boom [1] - Nearly 40% of this revenue came from just two customers, with one customer accounting for 23% and another for 16% of total Q2 revenue [1] - For the first half of the fiscal year, these two customers represented 20% and 15% of total revenue, respectively [1] Customer Concentration - The two major customers are classified as "direct" customers, including original equipment manufacturers (OEMs), system integrators, or distributors [2] - Indirect customers, such as cloud service providers and consumer internet companies, purchase Nvidia chips from these direct customers [2] Revenue Sources - Large cloud service providers are not likely to be the identified major customers, but they contribute significantly to Nvidia's revenue [3] - Nvidia's Chief Financial Officer stated that large cloud service providers accounted for 50% of the company's data center revenue, which represents 88% of total revenue [3] Future Prospects - Analyst Dave Novosel noted that while the concentration of revenue among a small group of customers presents a risk, these customers have substantial cash reserves and are expected to invest heavily in data centers in the coming years [6]

Core Insights - Nvidia's stock price has decreased following the release of its recent earnings report [1] Earnings Summary - The earnings report was discussed in a video published on August 28, 2025, indicating a focus on management's comments regarding the company's performance [1]

Core Insights - Oracle, Netflix, and Nvidia have shown significant year-to-date gains, each exceeding 35%, contributing to their strong performance in recent years [1] - The ten largest growth-focused U.S. companies, referred to as the "Ten Titans," now account for 38% of the S&P 500 [1] Oracle - Oracle has achieved a year-to-date total return of over 40%, raising its market capitalization above $660 billion [4] - From 2015 to 2019, Oracle's stock was relatively stagnant, gaining only 17.8% compared to the S&P 500's 56.9%, but since 2020, it has surged 345% against a 100.6% gain for the S&P 500, largely driven by the growth of Oracle Cloud Infrastructure (OCI) [5] - Oracle has transitioned from a database-first company to a comprehensive ecosystem, capturing revenue by developing its own cloud services [6] - OCI offers cost-effective solutions for data-intensive operations, particularly in industries with strict regulatory requirements, such as financial services and healthcare [7] - Despite its leadership in enterprise software and cloud services, Oracle's high valuation and aggressive spending present potential risks [8] Netflix - Netflix's stock has rebounded significantly after a decline of over 50% in 2022, which was exacerbated by competition from other streaming platforms [9] - The company's business model has remained stable, focusing on enhancing content quality and marketing strategies, including successful initiatives like cracking down on password sharing [10][11] - Netflix operates with high margins and has become a highly efficient business, although its current valuation at 52 times trailing earnings suggests it may take time to align with its growth potential [12] Nvidia - Nvidia reported a remarkable second-quarter fiscal 2026, with revenue growth of 56% and adjusted earnings per share growth of 54%, despite challenges in its China business [13][14] - The data center segment accounted for 88% of Nvidia's revenue, while non-data center revenue also grew significantly, reaching $5.49 billion, up 48% from the previous year [15] - Nvidia is experiencing unprecedented exponential growth, with a projected revenue of $54 billion for the third quarter of fiscal 2026, marking a 54% increase year-over-year [17] - Despite its impressive performance, Nvidia's valuation reflects high growth expectations, with a price-to-earnings ratio of 58.4, which could decrease significantly if earnings continue to grow [18] - Nvidia is expected to maintain its leadership among the Ten Titans, particularly if trade relations with China improve [19]

Group 1: Market Overview - Big tech companies are projected to spend $375 billion on AI infrastructure in 2023, increasing to $500 billion in 2024 [1] - The semiconductor sector is the largest expense in building AI data centers, with Nvidia being the primary beneficiary due to its leading GPUs [2] Group 2: Company Performance - Broadcom's stock price has surged over fivefold since the beginning of 2023, with a current market cap of $1.4 trillion [3] - AI revenue for Broadcom grew 46% year-over-year to $4.4 billion, with expectations of reaching $5.1 billion in the current quarter, indicating a growth rate of approximately 60% [5] - AI-related revenue now constitutes about 30% of Broadcom's total sales, with projections for continued growth [5] Group 3: Strategic Developments - Broadcom's acquisition of VMware has been a significant growth driver, with over 87% of customers transitioning to the VMware Cloud Foundation, resulting in double-digit growth in annual recurring revenue [6] Group 4: Valuation and Growth Prospects - Broadcom's stock has a forward P/E ratio of 45, indicating it is considered expensive despite strong growth in AI chip sales and margin improvements from VMware [7] - TSMC, a key player in semiconductor manufacturing, holds over two-thirds market share and is expected to maintain strong revenue growth driven by AI-related demand [9][12] Group 5: Future Outlook - TSMC anticipates AI-related revenue growth averaging mid-40% annually from 2024 to 2029, contributing to an overall revenue growth of about 20% [12] - TSMC's stock trades at a more reasonable earnings multiple of 24, with potential for significant earnings growth, positioning it to exceed a $2 trillion valuation by 2028 [13]

中方敦促美方立即纠正错误做法，维护全球产业链供应链的安全稳定。中方将采取必要措施，坚决维护 企业正当权益。 （文章来源：央视新闻客户端） 有记者问，8月29日，美国商务部将英特尔半导体（大连）有限公司、三星中国半导体有限公司以及SK 海力士半导体（中国）有限公司移出"经验证最终用户"授权名单。请问中方对此有何评论？ 商务部新闻发言人表示，中方注意到有关情况。半导体是高度全球化的产业，经过数十年发展，已形成 你中有我、我中有你的产业格局，这是市场规律和企业选择共同作用的结果。美方此举系出于一己之 私，将出口管制工具化，将对全球半导体产业链供应链稳定产生重要不利影响，中方对此表示反对。 8月30日，商务部新闻发言人就美国撤销三星等三家在华半导体企业"经验证最终用户"授权答记者问。 ...

8月29日，射频前端芯片龙头——深圳飞骧科技正式递表港交所，开启赴港上市之路。据了解，该公司曾在2022年提交科创板上市申请，但考虑到A股上 市程序时间表的不确定性等因素，该公司在2024年10月自愿撤回A股上市申请。 | ■纂]的[編纂]數目 | : [編纂]股H股(視乎[編纂]及[編纂]行使與否而定) | | --- | --- | | [編纂]數目 .. | [编纂]股H股(可予重新分配) | | 國際[編纂]數目 .. | 「編纂】股H股(可予重新分配,視乎[編纂]及[編 | | | 纂 行使與否而定) | | 最高 编纂 : | 每股H股[編纂]港元,另加1.0%經紀佣金、 | | | 0.0027％證監會交易徵費、0.00565%聯交所 | | | 交易費及0.00015%會財局交易徵費(須於[編 | | | 纂]時以港元繳足,多繳股款可予退還) | | 面值 : | 每股H股人民幣[1.00]元 | | [编纂] ： [编纂] | | 射频前端芯片龙头 据介绍，飞骧科技是一家专注于设计、研发和销售射频前端芯片的公司，下游应用领域包括移动智能设备、Wi-Fi产品、智能家居及其他物联网、车载通信及 ...